See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,760 | $60,892-1.9% | $82,389-27.5% | $84,808-29.5% |
| Participation rate | 88.2% | 63.3%+25.0pp | 69.5%+18.7pp | 68.3%+19.9pp |
| Annual return | 15.10% | 37.29%-22.2pp | 28.67%-13.6pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,740 | $1,779-2.2% | $2,517-30.9% | $2,631-33.9% |
| Participant deferral / active EE | $2,037 | $3,179-35.9% | $4,155-51.0% | $4,212-51.6% |
| Admin fee / account holder | $728 | $5,467-86.7% | $7,231-89.9% | $7,344-90.1% |